Western Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-47,473	Closed	-$314K	–	762
2024 Q2	$314K	Buy	47,473 +762	+2%	+$5.04K	0.02%	481
2024 Q1	$341K	Buy	+46,711	New	+$341K	0.03%	469
2023 Q4	–	Sell	-21,150	Closed	-$169K	–	712
2023 Q3	$169K	Buy	+21,150	New	+$169K	0.01%	624